Aid Applications
One per student per award year, from the ISIR: SAI, cost of attendance, need, verification and C-code status. Propose a package, offer it, and the student answers in the portal.
Where to find it
- Module: Student Lifecycle
- Group: Finance
- Section: Financial Aid (US)
- Screen: Aid Applications
Address in the console: /slcm/aid-applications
List · 13 columns · 7 fields on its form · 2 of them required · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Application | Code | application_no |
| Student | Code | student_no |
| Name | Text | student_name |
| Award year | Code | award_year |
| SAI | Number | sai |
| Cost of attendance | Amount | coa_amount |
| Need | Amount | need |
| Aid | Amount | total_aid |
| Verification | Status | verification_status |
| C-codes | Status | c_code_status |
| Open tasks | Number | open_tasks |
| Over-award | Yes or no | over_award |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Student required | Choice | Looked up from existing records | |
| Award year required | Choice | Looked up from existing records | |
| Enrolment intensity | Choice | full_time, three_quarter, half_time, less_than_half | Blank: from the student’s full or part time status. |
| Housing | Choice | on_campus, off_campus, with_parents | Blank: from the student’s housing plan. |
| Grade level | Number | 1, 2, 3 and above; 6 for graduate. | |
| Other resources | Number | Outside scholarships and benefits; they reduce need. | |
| Notes | Long text |
What you can do here
Assign cost of attendance
The budget that fits the award year, intensity, housing, residency and level. Choose one to override.
Asks for: Budget
Propose package primary
Offer package
Asks for confirmation: Offer the proposed package to the student? Earlier unanswered offers on this application are withdrawn.
Tasks
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.